HDCTX - Rational Dividend Capture Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return-2.66%
5-Year Average Return5.93%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Sep 29, 2017)25.24%
Worst 1 Yr Total Return (Sep 29, 2017)-29.26%
Best 3-Yr Total Return25.24%
Worst 3-Yr Total Return-8.58%

Trailing Returns (%) Vs. Benchmarks

ReturnHDCTXCategory
YTD-2.66%9.41%
1-Month3.44%3.20%
3-Month-1.89%3.80%
1-Year-1.98%16.17%
3-Year1.06%7.99%
5-Year5.93%12.23%
10-Year3.84%5.72%
Last Bull Market17.93%22.97%
Last Bear Market-11.77%-18.19%

Annual Total Return (%) History

Year
HDCTXCategory
2017
N/AN/A
2016
6.15%14.81%
2015
-3.25%-4.05%
2014
9.59%10.21%
2013
21.14%31.21%
2012
10.87%14.57%
2011
6.03%-0.75%
2010
13.98%13.66%
2009
25.24%24.13%
2008
-29.26%-37.09%
2007
-6.91%1.42%
2006
16.03%18.15%
2005
3.10%5.95%
2004
13.52%12.97%
2003
20.75%28.44%
2002
-0.04%-18.69%
2001
N/A-4.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.74%-1.52%-1.89%N/A
20163.79%4.36%-2.67%0.70%
20150.29%-1.85%-5.64%4.17%
20143.63%4.64%-2.10%3.23%
20139.75%1.47%1.77%6.89%
20127.50%-1.51%4.22%0.48%
20116.19%0.65%-9.61%9.75%
20105.90%-7.42%10.48%5.23%
2009-17.31%23.66%17.07%4.61%
2008-0.80%-7.71%-10.57%-13.59%
20071.17%0.16%-0.68%-7.52%
20065.00%-0.82%5.66%5.45%
2005-1.81%2.72%1.09%1.11%
20044.93%-2.57%4.21%6.55%
2003-1.98%10.61%2.29%8.86%
20025.37%-0.75%-8.07%3.97%
20014.56%-2.28%4.57%N/A

Rank In Category (By Total Return)

YTD100
1-Month38
3-Month100
1-Year100
3-Year99
5-Year99

Load Adjusted Returns

1-Year-1.98%
3-Year1.06%
5-Year5.93%
10-Year3.84%